Everest Management Corp.
CIK: 0002056683SEC EDGAR →
Portfolio Value
$179.3M
Holdings
63
As of
Q4 2025
New Positions
63
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 702,761 | $52.1M | 29.07% |
| 2 | EA SERIES TRUST | 381,936 | $18.8M | 10.51% |
| 3 | ALPHABET INC | 43,085 | $13.5M | 7.52% |
| 4 | ALPHABET INC | 42,798 | $13.4M | 7.49% |
| 5 | VANGUARD INDEX FDS | 10,088 | $6.3M | 3.53% |
| 6 | AMAZON COM INC | 23,800 | $5.5M | 3.06% |
| 7 | VANGUARD INDEX FDS | 15,133 | $5.1M | 2.83% |
| 8 | MICROSOFT CORP | 9,162 | $4.4M | 2.47% |
| 9 | ISHARES TR | 51,676 | $4.4M | 2.44% |
| 10 | NVIDIA CORPORATION | 22,965 | $4.3M | 2.39% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (63)
$52.1M · 703K shares
$18.8M · 382K shares
$13.5M · 43K shares
$13.4M · 43K shares
$6.3M · 10K shares
$5.5M · 24K shares
$5.1M · 15K shares
$4.4M · 9K shares
$4.4M · 52K shares
$4.3M · 23K shares
$4.3M · 108K shares
$3.8M · 11K shares
$3.7M · 49K shares
$3.3M · 12K shares
$2.7M · 20K shares
$2.1M · 11K shares
$2.1M · 11K shares
$1.9M · 19K shares
$1.7M · 5K shares
$1.4M · 43K shares
$1.3M · 2K shares
$1.2M · 6K shares
$1.1M · 17K shares
$1.1M · 80K shares
$1.1M · 2K shares
$1.1M · 22K shares
$1.0M · 20K shares
$934K · 8K shares
$927K · 24K shares
$893K · 3K shares
$821K · 1K shares
$818K · 11K shares
$794K · 2K shares
$734K · 2K shares
$666K · 12K shares
$644K · 6K shares
$603K · 12K shares
$543K · 11K shares
$518K · 4K shares
$507K · 2K shares
$502K · 8K shares
$485K · 965 shares
$456K · 425 shares
$414K · 2K shares
$386K · 6K shares
$371K · 544 shares
$329K · 3K shares
$318K · 422 shares
$306K · 356 shares
$297K · 4K shares
$296K · 2K shares
$280K · 9K shares
$280K · 2K shares
$271K · 475 shares
$267K · 4K shares
$253K · 11K shares
$242K · 1K shares
$241K · 1K shares
$238K · 1K shares
$233K · 819 shares
$225K · 2K shares
$222K · 4K shares
$210K · 449 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $121.4M | 67.7% |
| Communication Services | 4 | $28.0M | 15.6% |
| Technology | 13 | $21.4M | 11.9% |
| Consumer Cyclical | 2 | $6.2M | 3.5% |
| Healthcare | 3 | $939K | 0.5% |
| Consumer Defensive | 2 | $635K | 0.4% |
| Unknown | 1 | $485K | 0.3% |
| Energy | 1 | $280K | 0.2% |